Browsing Tag
Retirement
2367 posts
Retirement, as defined by the law, encompasses two distinct aspects. Firstly, it refers to the voluntary fulfillment of an obligation or payment of a debt. Secondly, it involves the act of giving up one’s work, position, or professional activities.
May 2018 Top Advisor By Participant Outcomes (TAPO)
Learn how a hospital improved its retirement plan participation rate and prepared employees for retirement in this successful case study.
Financial Engines Acquired by Edelman Financial In 401k Mega-Merger
Financial Engines, which claims to be America’s largest independent investment advisor and was founded by Nobel Prize-winning economist…
Wells Fargo Investigated By DOL Over 401(k) Rollover Practices
The Labor Department is looking into whether Wells Fargo & Co. has steered participants in low-cost corporate 401(k)…
How to Win on Paper But Lose a 401(k) ‘Finals’ Presentation: Fi360 Annual Conference
Learn how to win as a 401(k) adviser by focusing on key areas and being prepared for questions and challenges from plan sponsors.
The Advantages of Separately Managed Accounts in 401ks: Fi360 Annual Conference
Tim Friday, Institutional Services Group CEO and president with Pittsburgh-based Mid Atlantic Trust Company, used his teenage daughter’s…
Major Problem with Social Security Comprehension
It’s rarely (if ever) said about a government-run benefit program—Social Security enjoys widespread popularity. Yet the majority of…
401(k) Key to Retirement Confidence, EBRI Finds
Worker and retiree confidence is trending up, good news in an era of longer lifespans and more responsibility…
How Much Will a Couple Retiring in 2018 Need For Health Care Costs?
It’s another indication of why health care is increasingly crowding out 401k and retirement benefits when it comes…
Surprise! How Fast Do Retirees ‘Decumulate’ 401(k)s?
How quickly do we blow through what often takes a lifetime to accumulate? The Employee Benefit Research Institute…
What Do 401(k) Consultants Want in Plan Services?
401(k) consultants want more retirement income products with liquidity inflation protection and no additional fiduciary risk. It’s part…